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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,498 | $103,949-88.9% | $69,182-83.4% | $273,972-95.8% |
| Participation rate | 84.2% | 67.4%+16.8pp | 55.1%+29.1pp | 83.0%+1.2pp |
| Annual return | 10.89% | 35.28%-24.4pp | -21.93%+32.8pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,274 | $1,783-28.5% | $1,206+5.6% | $4,869-73.8% |
| Participant deferral / active EE | $2,850 | $2,716+4.9% | $1,897+50.2% | $5,287-46.1% |
| Admin fee / account holder | $117 | $3,671-96.8% | $2,697-95.7% | $10,133-98.8% |